🎥 YouTube only content, the thumbnail will take you directly to the video 🎥
Major Student Loan Updates, Summer 2023
Insights
The Backdoor Roth IRA and Three Mistakes to Avoid
🎥 YouTube only content, the thumbnail will take you directly to the video 🎥
Public Service Loan Forgiveness for Physicians, and Everything Else You Need to Know About Student Loans in 2023
🚨 Student loan news is breaking on what seems like a weekly basis, we will do our best to keep this post updated; last updated as of 7/17/2023 🚨 After the excitement wears off of… Read More
Top 6 Money Errors Doctors Make
Are you a physician struggling with your finances? Yes, we see a lot of money errors from doctors (It happens! It can be fixed. I promise.). In this post, we will cover the top 6… Read More
Financial Planning for Early Career Attending Physicians
This is part two of our financial planning for our early career attending physicians. Earlier on the blog, we got the party started with Financial Planning for Last Year of Training Physicians. The goal of… Read More
The 7 Most Important Things to Know About Physician Mortgage Loans
The physician mortgage loan (sometimes called the doctor mortgage loan) was created by banks because of the distinctive challenges physicians face when borrowing due to their high debt-to-income ratios — thanks to student loans. Many physicians… Read More
What is a 457(b) Plan & How Does it Work?
While most people are familiar with retirement saving tools like a 401(k) or 403(b), fewer people are familiar with the 457(b) plan. With several different choices available, each more confusing than the other, taking control… Read More
How Much Do I Need to Retire as a Physician?
Back in 2018, I was asked to speak at the American Society of Colon and Rectal Surgeons (ASCRS) conference, and the topic was simple: How Much Do I Need to Retire as a Physician? Well,… Read More
Retirement Savings Accounts for Physicians in 2023
Everyone knows they need to save for retirement if they want to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2023? What might not be as clear… Read More
Building the Best Budget for Medical Residents
One of the most common questions we get is “how do I build a budget as a medical resident?” This came up when we first moved to Philly in 2015, and we had our new… Read More